account_balance
Investment manager · 13F filer · SEC CIK 2114344
Strategic Advisory Partners, LLC
Reported value$145Mas of Sep 30, 2026
Positions41 1 new, 1 sold out
Top 10 weight90.8%VOO alone is 40%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
40.4%Added +5%
BNDVanguard Bd Index FDS
23.6%
XLVSelect Sector SPDR Tr
7.6%Added +4%
XLPSelect Sector SPDR Tr
6.8%Added +4%
SPLVInvesco Exch Traded Fd Tr II
4.8%Added +3%
SCHOSchwab Strategic Tr
3.1%
IBB1.4%
VB1.3%
AAPL1.0%QQQ0.8%
IEMG
EFA0.6%
VOOVanguard Index FDS
40.4%Added +5%
BNDVanguard Bd Index FDS
23.6%
XLVSelect Sector SPDR Tr
7.6%
XLPSelect Sector SPDR Tr
6.8%
SPLV
SCHO3.1%
QQQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 40.4% Added +5%
BND Vanguard Bd Index FDS 23.6% Held
XLV Select Sector SPDR Tr 7.6% Added +4%
XLP Select Sector SPDR Tr 6.8% Added +4%
SPLV Invesco Exch Traded Fd Tr II 4.8% Added +3%
SCHO Schwab Strategic Tr 3.1% Added +11%
IBB iShares Tr 1.4% Trimmed −9%
VB Vanguard Index FDS 1.3% Trimmed −2%
AAPL Apple Inc. 1.0% HeldQQQ Invesco QQQ Tr 0.8% Trimmed −11%
IEMG iShares Inc 0.8% Held
EFA iShares Tr 0.6% Held
What changed
Biggest moves since Jun 30, 2026
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